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Sugarloaf Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Sugarloaf Wealth Management’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$202K Buy
1,062
+2
+0.2% +$386 0.04% 165
2024
Q3 		$193K Sell
1,060
-32
-3% -$5.59K 0.04% 173
2024
Q2 		$184K Hold
1,092
– – 0.04% 153
2024
Q1 		$191K Buy
1,092
+1
+0.1% +$166 0.04% 150
2023
Q4 		$179K Buy
1,091
+3
+0.3% +$441 0.04% 149
2023
Q3 		$156K Buy
1,088
+1
+0.1% +$150 0.04% 160
2023
Q2 		$162K Sell
1,087
-437
-29% -$61.3K 0.04% 163
2023
Q1 		$214K Buy
1,524
+1
+0.1% +$142 0.05% 124
2022
Q4 		$202K Buy
1,523
+1
+0.1% +$136 0.05% 127
2022
Q3 		$194K Buy
1,522
+2
+0.1% +$282 0.05% 123
2022
Q2 		$199K Buy
1,520
+1
+0.1% +$146 0.05% 122
2022
Q1 		$252K Hold
1,519
– – 0.06% 105
2021
Q4 		$278K Sell
1,519
-61
-4% -$11.5K 0.07% 109
2021
Q3 		$288K Sell
1,580
-4
-0.3% -$746 0.08% 103
2021
Q2 		$299K Sell
1,584
-3,645
-70% -$666K 0.08% 98
2021
Q1 		$354 Buy
5,229
+2,544
+95% +$452K 0.11% 85
2020
Q4 		$442K Sell
2,685
-309
-10% -$45.8K 0.15% 73
2020
Q3 		$388K Sell
2,994
-563
-16% -$71.7K 0.14% 74
2020
Q2 		$421K Sell
3,557
-2,801
-44% -$301K 0.16% 75
2020
Q1 		$576K Sell
6,358
-2,934
-32% -$341K 0.26% 55
2019
Q4 		$1.17M Buy
+9,292
New +$1.12M 0.5% 34

Other funds holding VXF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sugarloaf Wealth Management's VXF Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard Extended Market ETF (VXF) stake by 0.19% in Q4 2024, buying an estimated $386 and bringing the position to 1,062 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #165.

Sugarloaf Wealth Management first reported a position in VXF in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.17M in Q4 2019. 898 funds tracked by Wall St. Rank hold VXF as of Q4 2024.

  • Sugarloaf Wealth Management held 1,062 shares of Vanguard Extended Market ETF worth $202K as of Q4 2024.
  • Sugarloaf Wealth Management bought 2 Vanguard Extended Market ETF shares in Q4 2024, an estimated $386.
  • Vanguard Extended Market ETF made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #165 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Vanguard Extended Market ETF position peaked at $1.17M in Q4 2019.
  • 898 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.